There is potential for the role of research in managed accounts to expand to help advisers show they’re on top of the portfolios they’re offering to clients as regulator scrutiny over performance ramps up. The discussion on the Shape of Advice podcast comes as the latest managed account census data shows the market has shot past $200 billion in funds under management.
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We acknowledge the Traditional Custodians of this land upon which Conexus Financial sits, the Cadigal of the Eora Nation. We recognise their continuing connection and unique cultural and spiritual relationships to the land, waters and community. We pay our deepest respects to them and their culture, and to Elders both past and present.
Managed Accounts